Estimated reading time: 4 minutes
Use database connections to automatically share information in your pipes without the need to do it manually.
This solution is specially designed for processes that require collaboration and integration between different teams.
In this article you will learn:
📌 Before you start, make sure that you've created the database you want to connect. Click here to learn how to create a database.
1. How to connect pipes and databases
Go to the pipe where you want to establish the connection
Click on the tools button, located at the top right side of the screen
Click on create a connection
Select the database you want to connect
Define the connection function:
To search cards
To create cards
Or both search and create cards
Then, choose the number of entries: single or multiple.
You can also select some advanced options here, according to your process needs. These can be:
Creating connected cards is a requirement before moving this card to the next phase
Creating connected cards is a requirement for the parent card to be done
All connected cards must be done before moving this card to the next phase
All connected cards must be finished before the parent card can be done
Autofill enables you to fill out fields automatically
The last step is to give the connection a name and save.
There you go! Your pipe and your database are connected.
From now on, you will find this connection inside every card of your pipe, in all phases, in a brand new button at the top left corner.
When clicking on this button, you will be able to search or create records in your table according to the previously chosen settings.
2. How to connect a database to a pipe's field
When setting this connection, your database records will appear only in a specific phase of a pipe.
Select the phase where you want to add a field with the database connection
Click on the three dots button and then click on the edit phase button
Scroll down, go to connection fields and select database connection
Create a field label, select which table (database) you want to connect, the field function, and the number of entries. You can also add some advanced rules here. Click on save.
Now, every time you open a card in the phase with the connection field, you will find all the records of the connected database.
📌 Remember: When creating a connection between a pipe and a database you're automatically enabling access to the information in the connected pipe/database and all existing cards/records.
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